Banking Advisor Wealth

FNB South Africa; George; On-site; ZAR 350,000 - 550,000; Full time

Job summary

FNB South Africa is seeking a driven Private Wealth Associate to support a team of Private Advisors, providing analytics, research, and service fulfilment to grow a client portfolio. You will help identify opportunities to bank new clients and expand existing relationships through effective stakeholder management.

In this role you will deliver sound financial guidance, maintain efficient administration, and support sales targets while ensuring compliance with regulatory requirements.

Qualifications

• Relevant NQF7 level degree in Finance, Economics or Accounting.
• Completed RE5 qualification.
• 2-3 years’ experience within a Sales/Service area of a banking/financial environment.

Responsibilities

• Provide sound financial services and recommendations based on client needs and trends.
• Maintain accurate administration through timely planning and reporting.
• Compile reports to track progress and guide decisions and manage leads pipeline.
• Support sales through analysis of client portfolios and proactive engagement.
• Contribute to profit growth through acquisition of new clients and strategic cross-sell.

Skills

Sales experience

Client relationships

Portfolio management

Education

NQF7 degree in Finance Economics or Accounting

RE5 qualification

Job description

Job Description

To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Job Description

To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

FNB introduction

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our Private Banking and Advisory Team, you will be surrounded by unique talent, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Role Purpose

To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.

Are You Someone Who Can

• Provide sound services and recommendations based on customer and client needs, current information, and trends.
• Provide an efficient administration service through careful and timeous planning, reporting, and updating of all relevant information.
• Compile reports that track progress and guide business to make informed decisions.
• Ensure effective management of the leads pipeline.
• Support sales through analysis of client portfolio and pro‑active client engagement.
• Assist with profit growth for the business through sales and acquisition of new clients.
• Achieve expected financial targets and uphold associated service levels.
• Identify opportunities to expand our customer base with creditworthy and potentially profitable customers.
• Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base.
• Act responsibly with work related resources to contribute to cost containment.
• Deliver exceptional and high‑quality advice that exceeds customers’ expectations through proactive, innovative, and appropriate solutions.
• Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
• Develop and manage key stakeholder relationships that enable achievement of operational objectives.
• Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation.
• Contribute to innovation by finding faster and more accurate ways of working.
• Understand and market all financial services solutions within the relevant business offering.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate.
• Develop, encourage and nurture collaborative relationships within FNB and/or across the First Rand Group (FRG).

You Will Be An Ideal Candidate If You

• Relevant NQF7 Level Degree in Finance, Economics or Accounting.
• Completed RE5 qualification
• Have 2 - 3 years’ experience within a Sales/Service area of a banking / financial environment.

Additional Requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

13/08/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.